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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,462 | $46,534+83.7% | $64,097+33.3% | $75,177+13.7% |
| Participation rate | 83.8% | 65.9%+17.8pp | 72.3%+11.5pp | 67.2%+16.6pp |
| Annual return | 15.21% | 26.07%-10.9pp | 33.75%-18.5pp | 160.75%-145.5pp |
| Employer contribution / active EE | $1,086 | $1,976-45.0% | $2,750-60.5% | $2,671-59.3% |
| Participant deferral / active EE | $6,618 | $2,835+133.5% | $3,881+70.5% | $4,126+60.4% |
| Admin fee / account holder | $2,211 | $2,957-25.2% | $3,070-28.0% | $5,651-60.9% |